Financial Council’s FirstService FSV Stock Holding History

Financial Council’s Portfolio FSV Stock Details FSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,000	Closed	-$1.9M	–	103
2025 Q3	$1.9M	Hold	10,000	–	–	0.85%	21
2025 Q2	$1.75M	Hold	10,000	–	–	0.84%	21
2025 Q1	$1.66M	Hold	10,000	–	–	0.89%	22
2024 Q4	$1.81M	Hold	10,000	–	–	0.93%	21
2024 Q3	$1.82M	Hold	10,000	–	–	0.95%	21
2024 Q2	$1.52M	Hold	10,000	–	–	0.85%	22
2024 Q1	$1.66M	Hold	10,000	–	–	0.98%	21
2023 Q4	$1.62M	Hold	10,000	–	–	1.09%	19
2023 Q3	$1.46M	Hold	10,000	–	–	1.16%	19
2023 Q2	$1.54M	Hold	10,000	–	–	1.18%	19
2023 Q1	$1.41M	Hold	10,000	–	–	1.15%	20
2022 Q4	$1.23M	Hold	10,000	–	–	0.77%	24
2022 Q3	$1.19M	Hold	10,000	–	–	1.37%	19
2022 Q2	$1.21M	Hold	10,000	–	–	1.51%	18
2022 Q1	$1.45M	Hold	10,000	–	–	1.75%	15
2021 Q4	$1.97M	Hold	10,000	–	–	2.35%	12
2021 Q3	$1.8M	Buy	+10,000	New	+$1.85M	2.55%	12

Other funds holding FSV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Financial Council's FSV Position: Q4 2025 in Review

Financial Council sold out of FirstService (FSV) in Q4 2025, closing a stake of 10,000 shares — an estimated $1.9M sold.

Financial Council first reported a position in FSV in Q3 2021 and held it in 17 quarters. The position peaked at $1.97M in Q4 2021. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

Financial Council reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
Financial Council sold 10,000 FirstService shares in Q4 2025, an estimated $1.9M.
Financial Council first reported a position in FirstService in Q3 2021 and held it in 17 quarters.
Financial Council's FirstService position peaked at $1.97M in Q4 2021.
306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Financial Council's 13F filing for Q4 2025, filed 5 Feb 2026.